Newly appointed executives will zero in on tax and retirement planning, intergenerational wealth transfer and social responsibility
However, gaps remain between what's important to retail investors and how well advisors are delivering
FP Canada Fellow distinction and Donald J. Johnston Lifetime Achievement Award recognize contributions to financial planning
Respondents cited real estate, digital investing and crypto as the most confusing areas of personal finance
The regulator is "actively" reviewing other applications, it said
Younger Canadians are financially engaged but may lack investment know-how, a BMO survey suggests
Financial advisors are seeing noticeable changes in clients' financial and retirement planning priorities when it comes to their careers
The rules come into force on March 28
Inflation, rising interest rates and market volatility have significant impacts for Canadians
Housing costs are a growing worry, BMO index finds